2021 Trellis Constituent Relationship Management

FOCUSING ON THE DIGITAL EXPERIENCE

A new department, Digital Experience Technologies, was formed in FY21 to focus on technologies that support the digital experience for the University community.

Trellis CRM Scales Up Onboarding and Adoption

Demand spiked from units across campus for Trellis services in FY21. Trellis reorganized to optimize onboarding and adoption by adjusting the team structure and other operational processes, bringing 498 new users onto Trellis products.

An enterprise Events Management tool that allows campus users to manage virtual, hybrid, and in-person university events, was also launched. Trellis Events was first piloted with the College of Optical Sciences, and further refined by working with beta users to mature its capabilities. Trellis Events was released for general availability in May 2021.

The University’s communications and marketing community continued to expand its use of Trellis Marketing Platform, a central email management tool for sending branded messages to University constituents.

More instructors took advantage of using Early Progress Reports, a comment-based feedback system integrated into D2L that allows instructors to provide feedback to students early in the semester.

Implementing Employee Email Best Practices

CIO Division staff worked closely with the Office of General Counsel and the Division of Human Resources to align email provisioning with security best practices.

Deprovisioning of University email accounts now aligns to practices of data separation upon termination. Retirees can request to maintain their University email address but it will be housed in the University’s Google platform. Making these changes has improved the University’s data security position and saved the administrative and financial overhead of maintaining unused email accounts.

Quickstart 2.0 Released

Arizona Digital released Quickstart 2.0 codebase which provides colleges and units using Arizona Sites a new set of web features and enhancements. Improvements included new mobile navigation, a simplified page building experience, improved accessibility and modern architecture for easier integrations with other websites. Quickstart 2.0, a culmination of collaboration with the Arizona Digital developers network, will be the new foundation on which all Arizona branded and mobile responsive websites will be built.

Learn more about Campus Web Services at web.arizona.edu

18M

Individual Emails Sent in Trellis Marketing Platform

Trellis CRM

Total Active Users in Trellis CRM

808

Appointments Scheduled

91.4K

Cases created in Case Management

89.2K

New Users Onboarded onto Trellis Products

498

Increase Over FY20 in Number of Courses in Early Progress Reports

102%

Campus Web Services

Websites supported by Campus Web Services

550

Campus Websites Adopting Quickstart

300+

Websites Launched

77

Services

  • Campus Web Services

  • Trellis Service

  • Trellis Engagement

  • Employee Email & Collaboration

  • Student Email & Collaboration

  • Video Conferencing

  • Arizona Mobile App